Collecting insights for stories using snapshots

To get your app's full picture, you need a way to collect the insights you encounter. To do this, you take static snapshots of your visualizations.

A snapshot is a graphical representation of the state (type and data) of a data object at a certain point in time that you can use when you build stories. The snapshot you take is a copy of the state. This means that the state of the snapshot does not change when the state of the corresponding data object gets updated.

When you take a snapshot you can make an annotation for your snapshot. The annotation helps you distinguish between the different snapshots in the snapshot library when you build your story. The annotation is not visible when you play the story.

After taking snapshots of a specific visualization, you can open the Snapshot library from the visualization's shortcut menu. From there you can decide which snapshots to keep and use in your stories. You can also edit the annotation and delete the snapshots. For more information, see Snapshot library.

Tip: When the snapshot library is opened from storytelling view, all the snapshots from all the visualizations in the app are displayed.

If the visualization you want to take a snapshot of is an extension, make sure to enable the snapshot functionality in its main script. To do that, set the snapshot property to true.

For more information, see Allow snapshots of your visualization.

Taking a snapshot

When you are in sheet view, you can take snapshots of the visualizations and use them to build a story in data storytelling.

You can take snapshots of all the different visualization types but not the filter panes.

Do the following:

  1. Hover over the visualization you want to take a snapshot of, in sheet view.
  2. Click Snapshot at the top right of the visualization or long-touch/right-click the visualization and select Snapshot .

    The annotation dialog opens.

  3. Pie chart Sales per Region and the snapshot annotation dialog open.

    Snapshot annotation dialog.

  4. Type a description to help you distinguish between the snapshots in the snapshot library.
  5. Click Save or click outside the dialog to close the dialog.

    The annotation is saved.

The snapshot is saved and named with the title of the visualization.

Viewing snapshots

Do the following:

  1. Long-touch/right-click the visualization you want to view snapshots for.

    The visualization's shortcut menu is opened.

  2. Select Open snapshot library.

    The Snapshot library is opened with a list of all the snapshots taken of the visualization. The date stamp and any annotations helps you to distinguish between your snapshots.

  3. Click outside the library to close it.

Deleting snapshots

Do the following:

  1. Long-touch/right-click the visualization you want to view snapshots for.

    The visualization's shortcut menu opens.

  2. Select Open snapshot library.

    The Snapshot library is opened with a list of all the snapshots taken. The date stamp and any annotations helps you to distinguish between your snapshots.

  3. Click  Edit.

  4. Select the snapshots you want to delete.

    Note: You cannot delete snapshots that belong to a published version of an app.
  5. Click Delete.

    The selected snapshots are deleted.

  6. Click Edit or outside the text.

  7. Click outside the library to close it.

Did this information help you?

Thanks for letting us know. Is there anything you'd like to tell us about this topic?

Can you tell us why it did not help you and how we can improve it?